How to link ResearchPoint records with their Raiser's Edge record.

Once integration between Raiser's Edge and ResearchPoint has been configured. In order ton sync ResearchPoint information with a Raiser's Edge record, you must first link the two records together.

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Number:103807

Products:

ResearchPoint

Linking of ResearchPoint records with Raiser's Edge records can only be done one at a time.

1. Open a Raiser's Edge record. 2. On the left hand side under tasks select link with RE3. ResearchPoint will open a box with the possible Raiser's Edge record. 4. Choose the Raiser's Edge record that matches, if none is listed, select add to add the record to Raiser's Edge5. Once the ResearchPoint record is linked to their Raiser's Edge record, select the sync with RE link.